Description Summary: The Treasury Management Specialist Sr provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. Duties & Responsibilities: Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available. Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners. Responsible for contributing to team revenue goals Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio. May have direct responsibility across a certain portion of an Advisor’s portfolio. Coaches, counsels and mentors other Sales Specialists. Performs other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level